Univest Financial Corp Spdr S&P 500 ETF Trust Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Univest Financial Corp holds 5,873 shares of SPY stock, worth $3.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,873

Previous 2,294 156.02%

Holding current value

$3.5 Million

Previous $1.25 Million 170.03%

% of portfolio

0.22%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$517.38 - $573.86 $1.85 Million - $2.05 Million	3,579 Added 156.02%	5,873 $3.37 Million
Q1 2024 May 08, 2024	SELL	$467.28 - $523.17 $4,205 - $4,708	-9 Reduced 0.39%	2,294 $1.2 Million
Q3 2023 Nov 07, 2023	BUY	$425.88 - $457.79 $3,832 - $4,120	9 Added 0.39%	2,303 $984,000
Q1 2022 May 05, 2022	SELL	$416.25 - $477.71 $4,995 - $5,732	-12 Reduced 0.52%	2,294 $1.04 Million
Q2 2021 Jul 20, 2021	BUY	$400.61 - $428.06 $86,531 - $92,460	216 Added 10.33%	2,306 $987,000
Q1 2021 Apr 14, 2021	SELL	$368.79 - $397.26 $6,269 - $6,753	-17 Reduced 0.81%	2,090 $828,000
Q1 2020 May 05, 2020	BUY	$222.95 - $338.34 $469,755 - $712,882	2,107 New	2,107 $543,000
Q4 2019 Jan 14, 2020	SELL	$288.06 - $322.94 $519,372 - $582,260	-1,803 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	$270.9 - $293.58 $488,432 - $529,324	1,803 New	1,803 $524,000

Others Institutions Holding SPY

# of Institutions

4,543

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Univest Financial Corp Spdr S&P 500 ETF Trust Transaction History